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  1. Goldman Sachs28 min

    Protecting You, Your Family and Your Employees

    Dr. Mark McClellan, Alex Gorsky, Dr. Susan David, John

    Johnson & Johnson Chairman Alex Gorski, former FDA Commissioner Dr. Mark McClellan, and psychologist Dr. Susan David discuss a unified framework for navigating the intersection of the pandemic, racial justice, and economic stability. Gorski details Johnson & Johnson's accelerated vaccine development using its viral vector platform with a not-for-profit pricing model, while McClellan outlines a four-phase reopening strategy requiring robust healthcare capacity and equitable testing access. Concurrently, David argues that organizational resilience depends on leaders adopting emotional agility to validate employee distress and realigning systemic practices with core values to address the social inequities exposed by the crisis.

  2. Goldman Sachs28 min

    Dr. Susan David, Alex Gorsky, and Dr. Mark McClellan

    Dr. Susan David, Alex Gorsky, Dr. Mark McClellan, John

    Johnson & Johnson CEO Alex Gorski, former FDA Commissioner Dr. Mark McClellan, and Dr. Susan David discuss leveraging emotional agility and industry-wide cooperation to address the compounding crises of the pandemic, economic disruption, and racial injustice. J&J details its accelerated vaccine development timeline, noting a pivot to viral vector technology that aims for human trials in July and a commitment to global not-for-profit distribution. Panelists further outline a four-phase reopening framework based on healthcare capacity and testing, while projecting permanent shifts toward preventive care models and concurrent clinical study phases.

  3. Goldman Sachs24 min

    Mayors LaToya Cantrell, Eric Johnson, and Nan Whaley

    LaToya Cantrell, Eric Johnson, Nan Whaley

    Dallas, New Orleans, and Dayton mayors jointly addressed the compounding crises of the pandemic and civil unrest, implementing specific lockdowns, dual disaster declarations, and targeted equity initiatives to protect vulnerable populations. Each city deployed distinct economic recovery strategies, including Dallas's $15 million small business fund, New Orleans's French Quarter re-envisioning, and Dayton's focus on minority-owned enterprises, while collectively advocating for critical federal financial support. The leaders emphasized that these disruptions present a unique opportunity to enact systemic reforms and rebuild their municipalities with greater resilience and social justice in mind.

  4. Milken Institute56 min

    Capital Markets in a Time of Global Disruption

    Michael Milken, Scott Minerd, Steven Tananbaum, Lara Warner

    The event analyzes the historical divergence where equity markets currently lead debt markets, creating valuation gaps that allow for distinct investment opportunities in legacy RMBS, distressed infrastructure bonds, and private-public arbitrage. Participants highlight the Federal Reserve's proactive intervention and government-private partnerships as critical factors accelerating recovery, contrasting this rapid response with the reactive measures seen in 2008. Strategic recommendations include advising over-levered firms on debt-for-equity swaps, restructuring high-yield portfolios with superior covenants, and leveraging tax-exempt municipal assets to meet actuarial pressures in a low-rate environment.

  5. Milken Institute30 min

    HealthTech Innovations: Building Tech-Infused Healthcare Systems for a Post COVID-19 World

    Jeremy Lim, Jeff Chen, Jonathan Larsen, Yingrui Li, Laura D'Olesi

    At the Milken Institute's 11th "The World Post-COVID-19" webinar, experts including representatives from Fullerton Health, Ping'an/Good Doctor, and iCarbonX discussed how the pandemic accelerated the integration of digital health technologies into global healthcare systems. The panel highlighted significant market shifts, such as the reimbursement of telemedicine by Chinese authorities and a permanent behavioral change in patient adoption driven by reduced wait times and advanced AI diagnostics. Ultimately, the discussion underscored the necessity for long-term, collaborative infrastructure strategies to transition from reactive treatment to proactive, technology-enabled health management.

  6. Goldman Sachs25 min

    Michelle Gass, Gene Lee, and Jide Zeitlin

    Michelle Gass, Gene Lee, Jide Zeitlin, G.J. Zeitlin, David

    Executives G. Day Zeitlin, Michelle Gass, and Gene Lee led corporate responses to the George Floyd protests by prioritizing employee vulnerability and acknowledging systemic diversity gaps across Tapestry, Kohl's, and Darden. These leaders adapted their operational strategies to address the pandemic by accelerating digital adoption, rejecting third-party delivery aggregators, and implementing safety protocols that rely on community ecosystem thresholds. Their combined efforts emphasize shifting diversity initiatives from mere statistics to cultural change while ensuring frontline managers can foster inclusive environments in rapidly evolving retail and restaurant landscapes.

  7. Milken Institute31 min

    The Future of Currency and the Global Financial System - Conference Call Series

    John Lee, Dr. Jianguang Shen, Dr. Michael Hasenstab, Dr. William Lee, Laura DeLacy

    Milken Institute and global experts convened to analyze the pandemic's dual transformation of health innovation and macroeconomic policy, where central banks have shifted from resolving liquidity crises to addressing a solvency crisis driven by historic deficits and surging savings. The discussion highlighted divergent strategies in digital currency, with China mandating a state-controlled CBDC to dismantle private payment monopolies, while the United States and other nations grapple with private sector experiments like Libra against a backdrop of eroding central bank credibility. Ultimately, participants warned that the "double unknown" of implementing new monetary technologies during aggressive fiscal expansion poses significant leverage risks, particularly for emerging markets with fragile banking systems.

  8. Goldman Sachs24 min

    The Great Reset: A Framework for Investing After COVID-19

    Steve Strongin, Jake Seward

    Goldman Sachs Senior Advisor Steve Strong identifies the pandemic as a transformative rule-changing event in his report *The Great Reset*, predicting a permanent economic shift driven by the adoption of resilient business models and "sticky" behavioral changes in remote work and digital health. The analysis forecasts a regulatory pendulum swing that will favor companies with built-in redundancy over efficiency, while simultaneously fragmenting consumer markets into distinct risk-based segments that demand tailored safety and social distancing measures. Ultimately, Strong cautions investors to look beyond immediate crisis survivors toward the upcoming innovation phase, where new entrants and retooled incumbents will dominate by creating superior, more resilient economic structures.

  9. Milken Institute43 min

    Philanthropic Responses to COVID-19 in Asia-Pacific - Conference Call Series

    Richard Ditizio, Laurence Lien, Binod Chaudhary, Andrew Forrest, Cherie Nursalim, Rich D'Attizio

    The Milken Institute convened a global panel of philanthropic leaders and experts to analyze the $8 billion surge in pandemic funding and the accelerating pace of medical research, which now includes 335 tracked treatments and vaccines. Participants examined divergent national strategies from the US to Asia, highlighting specific interventions such as Australia's massive infrastructure investment and Indonesia's triple-pillar approach to economic resilience. The discussion concluded with a unified call to transition from immediate relief to long-term institutional rebuilding through blended finance and collaborative dashboards designed to protect essential supply chains and prevent mass poverty.

  10. Milken Institute1h 6m

    Feeding the Nation During COVID 19: Food, Hope, and Recovery - Conference Call Series

    Ryan Shadrick Wilson, José Andrés, Claire Babineaux-Fontenot, Michael Milken

    Amid a projected surge in American food insecurity driven by the economic impacts of COVID-19, World Central Kitchen and industry leaders have mobilized a network of 500+ restaurants to distribute 250,000 daily meals while addressing the systemic waste of 72 billion pounds of edible food. Panelists including Jose Andrés and Claire advocate for a permanent "FEMA of Food" and immediate infrastructure investments to redirect fresh produce to vulnerable populations with pre-existing health conditions. The consensus among these stakeholders is that the crisis requires transitioning from short-term relief to structural reform that expands SNAP eligibility, utilizes technology for last-mile logistics, and treats food security as a critical national security issue.

  11. Milken Institute57 min

    Life in Isolation post COVID May 27 update

    Nora Super, Arianna Huffington, Scott Kaiser, Lisa Marsh Ryerson

    Moderated by Nora Super of the Milken Institute, a panel led by Arianna Huffington and Lisa Marsh-Ryerson outlines how social isolation drives chronic disease and mortality while proposing structural reforms to embed social connection into healthcare systems. The discussion highlights scalable interventions ranging from volunteer call networks and intergenerational programs to telehealth expansion, specifically targeting vulnerable demographics like low-income seniors and marginalized adults. Ultimately, the event advocates for a cultural shift that redefines aging as a source of wisdom and demands policy funding to close the gap between isolated individuals and essential community support.

  12. Milken Institute31 min

    North Korea: The Knowns and Unknowns Inside the Hermit Kingdom - Conference Call Series

    Laura Deal Lacey, James Crabtree, Anna Fifield, Prof. Robert Kelly, Yasuhide Nakayama, Dr. John Park, Bob Kelly

    A specialized panel assessed the fragility of North Korean stability following Kim Jong-un's unexplained absence, citing his deteriorating health and lack of an established successor as critical succession risks. Experts highlighted that while the regime has sealed its borders to prevent a catastrophic health crisis, its economy relies on eroding smuggling networks and a corrupt elite class that prioritizes Kim's survival amidst rising international sanctions. Geopolitically, the analysis suggests Kim is shifting toward unconventional behavior and developing new strategic weapons to maintain leverage, potentially positioning himself to capitalize on a favorable U.S. political environment while China seeks regional stability.

  13. Milken Institute59 min

    Retirement Security in the Wake of COVID-19 - Conference Call Series

    Paul Irving, Marcie Frost, Michael Milken, Penny Pennington, Michelle Seitz

    The Milken Institute convened financial leaders to analyze the dual threats of the pandemic and a projected $150 billion rise in the U.S. retirement savings deficit. Experts from Edward Jones, CalPERS, and Russell Investments highlighted the critical need to shift from generic index targets to personalized strategies that address longevity risk and the aging demographic's healthcare costs. Participants agreed that mitigating the crisis requires structural adjustments to retirement age, diversified Social Security portfolios, and the widespread adoption of automated savings mechanisms for gig workers.

  14. Goldman Sachs29 min

    Andrew Roberts, Historian and Author of "Leadership in War"

    Andrew Roberts, Anthony Gutmann

    Andrew Roberts' latest book *Leadership and War* analyzes nine historical figures who shaped modern history, challenging deterministic views by asserting that individual will and specific personal choices, such as Napoleon's 1812 invasion, primarily drive outcomes rather than impersonal forces. The author argues that traits like charisma and moral character are irrelevant to success, identifying ruthlessness, total self-belief, and a pivotal late-twenties biographical moment as the shared characteristics of these leaders. Roberts concludes that while historical leaders like Churchill and Thatcher controlled information and embraced a sense of destiny, modern leaders face fundamentally different challenges in the digital age where censoring negative news is impossible.

  15. Milken Institute46 min

    China Opportunities: Insights from Business Leaders - Conference Call Series

    Petra Freddi, Donald Lacey, Kai-Fu Lee, Cindy Mi, Don Lacey

    The Milken Institute Asia Center hosted the seventh episode of "The World Post-COVID-19" series, moderated by Don Lacey and featuring Kai-Fu Lee and Cindy Mee to analyze the digital transformation in China's education and healthcare sectors. The discussion highlighted how pandemic-driven data surges have accelerated AI adoption, enabling rural learning via virtual tutors and healthcare leapfrogging through diagnostic tools, while noting a strategic investment shift from user-growth models to profitable AI integration in traditional industries. Furthermore, the panelists addressed geopolitical implications, observing that despite intensified US-China competition, China maintains AI self-sufficiency and is prioritizing global expansion in developing markets while advocating for technological over legislative solutions to digital risks.